Joel Siefert

Portfolio Manager-Equities at

Johnson Investment Counsel, Inc.

Finance

Consumer Services

Profile

Mr. Joel D.
Siefert, CFA MBA, is a Senior Portfolio Manager & Principal at Johnson Investment Counsel, Inc. He joined the firm in 2011 and is also a shareholder of the firm.
Prior to joining the firm, Mr. Siefert worked for KeyBank as a Senior Portfolio Manager.
He received his B.B.A. in Finance and M.B.A. in Finance from the University of Toledo.
He holds the Chartered Financial Analyst (CFA) designation.

Joel Siefert active positions

Companies	Position	Start
Johnson Investment Counsel, Inc. Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities.	Portfolio Manager-Equities	2011-03-31

All active positions of Joel Siefert

Former positions of Joel Siefert

Companies	Position	End
KeyBank NA (Cleveland, Ohio) KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services	Corporate Officer/Principal	2011-03-30

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Linked companies

Private companies	3
Johnson Investment Counsel, Inc. Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities.	Finance
University of Toledo (Ohio) University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
KeyBank NA (Cleveland, Ohio) KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services	Finance